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News & Analysis: Micron Technology
The NAND market is getting worse, and data center demand remains weak.
The fifth-generation (5G) wireless technology boom can serve as a tailwind for these companies.
One of these two high-flying chipmakers could take a massive hit if end-market conditions don't improve soon.
The controversial memory maker could be in a much different position in 2020.
The chipmaker believes demand will pick up in the second half of the year, but that doesn't guarantee a turnaround.
This is a great opportunity for the memory industry.
The past two years of rising memory chip prices and record profits were out of the ordinary, not the current period of tumbling prices.
Can this cyclical stock recover by the end of the year?
A shift to a new technology is going to have some negative near-term consequences for the chipmaker.